ESTATE PLANNING ATTORNEY MARIETTA GA
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Get Started With Our Legacy Planning Session Today
Our Legacy and Estate Planning Session is not your typical initial consultation. During your session, we guide you through estate planning and help you organize your assets and resources so you can finally relax about what you have and what protection you need. The Session is a real working meeting where you will:
- Choose the Right Guardians for Your Children
- Get Your Financial House in Order and Keep it that Way
- Confirm You Are Making Smart Financial Choices About Things Like Saving for College, Keeping Your Money Safe and Buying Life Insurance;
- Ensure Your Kids (& Spouse) Are Prepared for Life Without You
- Discover How To Legally Avoid ALL Estate Taxes & Keep Your Family Out of Court
- Learn the Secret to Protecting Your Kids’ Inheritance From Lawsuits and Divorce
- Discover How to Leave Your Loved Ones a Gift Far Greater Than All the Money in the World
The right Marietta, Georgia, estate planning attorney is necessary to secure your legacy for your family after your demise. Skilled estate planning lawyers from the office of Perigon Legal Services will provide counsel and advice.
How to Schedule Your Legacy Planning Session
To get the process started, schedule a legacy and estate planning session with one of the most knowledgeable lawyers in Marietta GA, experienced in estate planning practice areas, including probate, estate administration, wills, trusts, and elder law legal matters.
- Call (770) 268-2475 and schedule your meeting. (This will usually be within a week after you contact us.)
- After you have scheduled your meeting, you must return your Personal Information Form within 24 hours before your scheduled meeting. The Form provides your attorney with the information necessary to make the meeting most valuable to you and your family.
What Happens at the Initial Meeting?
At your meeting with a top estate planning attorney Marietta GA, which usually lasts 1-2 hours, we will review your concerns and goals and identify the best ways for you to ensure your legacy and financial security for your family. We will also look at how to make things as easy as possible for your loved ones after you are gone.
By the end of the meeting, you should understand your estate planning options, what they will cost, and whether Perigon Legal Services is really the right law firm for you. If you decide we’re not a great fit, that’s okay! We are happy to refer you to another estate planning lawyer that better fits your goals.
What Attorney Will You Meet With?
All potential clients meet with Perigon Legal Services founder, Stan Faulkner. Born and raised in St. Louis Missouri, Stan has practiced law for over 18 years, and in that time he’s helped hundreds of families achieve peace of mind through estate planning. With so many years of experience in estate planning and related practice areas, it’s safe to say this is his passion. You can learn more about Stan here.
Call to schedule your Legacy and Estate Planning Session today!
HOW WE’RE DIFFERENT
“Many aspects make Stan Faulkner of Perigon Legal Services different than other firms. As a knowledgeable advocate and litigator with 15 years of experience, Mr. Faulkner has held bar licenses in Connecticut, Illinois, and Missouri, as well as Georgia. He has appeared in the Court of Appeals in Illinois and Missouri and successfully prosecuted in both federal and state courts.
He additionally uses his skill and experience to help people in business and contract disagreements and probate matters, including guardianships and conservatorships. As one of the most esteemed Marietta estate lawyers, he is determined to serve his clients’ legal needs.
Let us show you the difference.
We speak differently than most estate planning attorneys in Marietta GA; we talk more like you than most of our colleagues. That’s because we are you — first and foremost, we are entrepreneurs, business owners, and families just like you who understand what it takes to start a business, grow a business, do a business succession planning, and turn that business into a venture that improves the world forever.
Often, in the typical estate planning experience, you’ll meet with an estate planning lawyer who will speak in “legal-ese,” over-complicate things and confuse you. You’ll get the idea your estate planning lawyer is smart and seems to know what he or she is doing, so you’ll nod and answer questions as if you understand everything. Because you want to do the right thing for your family and for your business, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved that you got THAT taken care of.
Our clients have a far different experience. We realize that every one of our clients has different objectives. We take great pride in giving each of our client’s individualized representation and laying out all the possible outcomes of a case. No one’s case is the same as the next, and we are dedicated to helping you understand the laws that affect your particular case.
ESTATE PLANNING SERVICES
When you are ready to contact will lawyers in Marietta, GA for estate planning services, our thoughtful estate planning packages provide varying levels of protection, suited to your unique goals and needs.
BASIC WILL PACKAGE
Does Not Include Probate Avoidance, Power of Attorney or Advance Directive.
PREMIUM WILL PLAN
Includes Testamentary Trust, Guardianship, Power of Attorney and Advance Directive.
REVOCABLE LIVING TRUST PLUS
Includes Deed and Asset Transfer, Power of Attorney and Advance Directive.
BASIC WILL PLUS
Includes Power of Attorney and Advance Directive.
REVOCABLE LIVING TRUST
Includes Power of Attorney and Advance Directive. Does Not Include Deed and Asset Transfer.
PREMIUM TRUST PLAN
Includes Sub Trusts, Guardianship, Deed and Asset Transfer, Power of Attorney and Advance Directive.
WILLS AND TRUST
To ensure your interests are protected, Marietta estate planning attorneys can explain the distinction between wills and trusts. Where a will requires a period of probate , a trust works goes into effect immediately after the testator’s death.
Trust enables the “trustee” to oversee the testator’s estate upon death and lasts until the funds are gone or the trustee’s death. Although a handwritten will or one that used an online will template is often legally binding, a trust must be prepared by an attorney. The right Georgia estate planning lawyer can advise you of all of your options. If you want to set up a living trust to guarantee your estate plans are secure and adhered to, you need a skilled lawyer.
A guardianship in GA is a vital legal tool that permits a person or government entity to make choices for another individual. In Georgia, guardianship is the legal process by which a person (or state entity) petitions the court for the right to act as the guardian for someone who they deem to be incapable of taking care of his or herself.
Once the guardianship has been granted, the “ward” no longer has the right to make their own decisions. Therefore, courts carefully determine whether the individual is incapable of taking care of him/herself and that this step is in their best interest. A guardianship attorney or a special needs trust attorney in Marietta GA understands how to advise and represent their clients in various Georgia estate planning matters and related practice areas.
Tackling Guardianship Cases Since 2001
Is one of your family members mentally disabled? What can you do to make sure their affairs are taken care of? Hire Marietta estate planning attorney Stan Faulkner at Perigon Legal Services, LLC to establish guardianship.
Our lead attorney for will in Marietta GA has years of experience helping Atlanta and Marietta’s residents do estate planning and plan for the future of their estates. He can help you do the same for your loved one. He’ll present a prepared estate planning case for the court so you have the best chance at your desired outcome. Get in touch with us today to make your request.
A conservatorship is where one person (the conservator) is given control over the financial matters for another incapacitated person referred to as a “ward.” The conservator has no authority over the ward’s personal affairs, however. A few of their responsibilities include planning a budget, paying the bills, and filing taxes, as well as overseeing the ward’s financial investments.
In Georgia, petitioning to become a conservator is a complex and lengthy process. Since a ward has severely reduced personal rights regarding their monetary decision-making, the courts strive to determine that this step is in their best interest. To improve your outcome, it is wise to retain an attorney who is experienced in estate planning, elder law, guardianship, and conservatorship hearings.
Let Us Help You
Life can surprise people every day. Those who die without developing a Georgia estate plan would have their estate go through a probate process and their family members potentially may not be taken care of properly.
On the other hand, many people don’t consider they have a considerable property, so they end up thinking an estate planning process is not necessary in their case. However, the estate planning process is for anyone who would like to ensure their family members are taken care of after they’re deceased.
Choosing an experienced estate planning attorney who is skilled in several areas, including estate administration and elder law would be the wisest choice. Stan Faulkner of Perigon Legal Services is one of those attorneys and he can help you create an individualized estate plan. Reach out to our office, and schedule the initial meeting so you can learn your estate planning options and what can we do for you.